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Quarterly Market Perspective for 4Q23

Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from Federal Reserve Chairman Jerome Powell led to a massive “Santa Claus rally” in both stocks and bonds.   Treasury Secretary Janet Yellen…

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Trademark Market Perspective for 8/23/2023

Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global markets (and risk assets in general). Beyond that, the period from the last ten days of August through the…

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Quarterly Market Perspective for 2Q23

Schwab Transition In 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation. Over the past several years, the two companies have put tremendous thought and resources into planning and preparing for the transition of TD Ameritrade clients…

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